DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Guerra Wealth Advisors
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Mark A Barefield | Guerra Wealth Advisors independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Aug 27, 2026 | Aug 28, 2026 |
| Harvis Armando Astorga | Guerra Wealth Advisors independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | May 24, 2026 | Jul 6, 2026 (43 d) |
| Jonatan I Alvarez | Guerra Wealth Advisors independent RIA | Truist Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 20, 2025 | Dec 11, 2025 (205 d) |
| Tyler Adam Morales | Guerra Wealth Advisors independent RIA | Global Wealth Management Investment Advisory, Inc. independent RIA | RIA to RIA | Nov 6, 2023 | Dec 20, 2023 (44 d) |
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4 moves match.